Soa Wealth Advisors, LLC. Top Holdings and 13F Report (2026) About Soa Wealth Advisors, LLC.Investment ActivitySoa Wealth Advisors, LLC. has $529.79 million in total holdings as of March 31, 2026.Soa Wealth Advisors, LLC. owns shares of 867 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 1.15% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Soa Wealth Advisors, LLC. has purchased 867 new stocks and bought additional shares in 224 stocks.Soa Wealth Advisors, LLC. sold shares of 202 stocks and completely divested from 34 stocks this quarter.Largest Holdings Apple $53,050,475iShares Russell Top 200 Growth ETF $51,496,993Vanguard S&P 500 ETF $29,884,858NVIDIA $22,187,764Vanguard Mid-Cap Value ETF $14,810,975 Largest New Holdings this Quarter 03990B101 - Ares Management $110,467 Holding46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $93,163 Holding88262P102 - Texas Pacific Land $82,573 Holding695156109 - Packaging Corporation of America $81,705 Holding808524201 - Schwab US Large-Cap ETF $54,443 Holding Largest Purchases this Quarter iShares MSCI EAFE ETF 7,768 shares (about $754.52K)FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 31,055 shares (about $741.28K)iShares Core 60/40 Balanced Allocation ETF 8,307 shares (about $534.53K)Schwab US Dividend Equity ETF 10,581 shares (about $324.63K)SPDR S&P 500 ETF Trust 312 shares (about $202.92K) Largest Sales this Quarter Unum Group 43 shares (about $∞T)Vanguard Russell 1000 Growth ETF 506 shares (about $∞T)iShares Russell Top 200 Growth ETF 43,321 shares (about $10.78M)Apple 16,936 shares (about $3.63M)FT Vest International Equity Buffer ETF - September 86,204 shares (about $2.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSoa Wealth Advisors, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$53,050,475$3,629,537 â–¼-6.4%247,54210.0%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$51,496,993$10,780,009 â–¼-17.3%206,9489.7%ETFVOOVanguard S&P 500 ETF$29,884,858$1,818,954 â–¼-5.7%50,0125.6%ETFNVDANVIDIA$22,187,764$107,849 â–²0.5%160,4704.2%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$14,810,975$40,726 â–²0.3%80,3722.8%ETFFNDFSchwab Fundamental International Equity ETF$13,682,338$32,245 â–¼-0.2%279,6312.6%ETFMSFTMicrosoft$12,621,158$243,786 â–¼-1.9%76,7772.4%Computer and TechnologyAMZNAmazon.com$11,806,066$72,512 â–¼-0.6%73,7552.2%Retail/WholesaleEFIVSPDR S&P 500 ESG ETF$10,662,993$2,029,195 â–¼-16.0%168,9522.0%ETFDVYiShares Select Dividend ETF$9,602,476$261,941 â–¼-2.7%63,4201.8%ETFFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$9,589,415$741,283 â–²8.4%401,7351.8%ETFGOOGLAlphabet$9,279,418$137,766 â–¼-1.5%54,4241.8%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$8,802,118$191,879 â–¼-2.1%20,6431.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$8,453,119$438,948 â–¼-4.9%149,4011.6%ETFBRK.BBerkshire Hathaway$8,005,036$409,237 â–¼-4.9%16,7051.5%FinanceDGROiShares Core Dividend Growth ETF$7,962,096$2,193,677 â–¼-21.6%113,4531.5%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$7,934,903$153,748 â–¼-1.9%78,8601.5%ETFVBRVanguard Small-Cap Value ETF$7,222,253$2,255 â–²0.0%355,5381.4%ETFQQQInvesco QQQ$6,976,114$881,898 â–¼-11.2%12,0871.3%FinanceJPMJPMorgan Chase & Co.$6,542,062$25,832 â–¼-0.4%43,3061.2%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$6,088,761$263,514 â–¼-4.1%42,0761.1%ETFVERT GLOBAL SUSTAINABLE REAL ESTATE ETF$5,578,868$172,996 â–²3.2%540,0651.1%ETFVOTVanguard Mid-Cap Growth ETF$5,176,127$215,147 â–¼-4.0%20,1131.0%ETFBRK.ABerkshire Hathaway$5,026,9800.0%70.9%FinanceIWPiShares Russell Mid-Cap Growth ETF$4,771,758$60,601 â–¼-1.3%37,2440.9%ETFEFGiShares MSCI EAFE Growth ETF$4,696,078$215,949 â–¼-4.4%42,1660.9%ETFVUGVanguard Growth ETF$4,414,991$2,184 â–¼0.0%10,1080.8%ETFAMPAmeriprise Financial$4,342,455$2,666 â–²0.1%9,7720.8%FinanceSPEMSPDR Portfolio Emerging Markets ETF$3,813,971$43,016 â–²1.1%81,3040.7%ETFICFiShares Select U.S. REIT ETF$3,635,294$85,099 â–²2.4%58,7380.7%ETFSPYSPDR S&P 500 ETF Trust$3,255,169$202,920 â–²6.6%5,0050.6%FinanceIJHiShares Core S&P Mid-Cap ETF$3,209,575$49,027 â–¼-1.5%47,5280.6%ETFNYFiShares New York Muni Bond ETF$3,141,715$5,896 â–²0.2%59,1440.6%ETFIJRiShares Core S&P Small-Cap ETF$3,117,590$154,270 â–¼-4.7%25,0790.6%ETFIJSiShares S&P Small-Cap 600 Value ETF$3,045,132$120,583 â–¼-3.8%25,7080.6%ETFIWDiShares Russell 1000 Value ETF$3,023,420$33,332 â–¼-1.1%14,1500.6%ETFIWLiShares Russell Top 200 ETF$3,015,241$46,378 â–¼-1.5%18,7890.6%ETFVOVanguard Mid-Cap ETF$2,976,196$23,261 â–¼-0.8%10,3640.6%ETFIWXiShares Russell Top 200 Value ETF$2,975,573$55,881 â–¼-1.8%32,1090.6%ETFIWRiShares Russell Mid-Cap ETF$2,916,878$58,629 â–²2.1%30,0000.6%ETFVBKVanguard Small-Cap Growth ETF$2,732,584$123,920 â–¼-4.3%9,0410.5%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,670,005$113,119 â–¼-4.1%27,9230.5%ManufacturingAXPAmerican Express$2,548,707$9,982 â–¼-0.4%8,4260.5%FinanceVBVanguard Small-Cap ETF$2,498,389$157,148 â–¼-5.9%9,5390.5%ETFVTVVanguard Value ETF$2,480,948$63,569 â–²2.6%12,6450.5%ETFYSEPFT Vest International Equity Buffer ETF - September$2,361,277$2,255,993 â–¼-48.9%90,2270.4%ETFIVViShares Core S&P 500 ETF$2,319,369$54,865 â–¼-2.3%3,5510.4%ETFEFAiShares MSCI EAFE ETF$2,302,416$754,521 â–²48.7%23,7040.4%FinanceMETAMeta Platforms$2,275,089$35,468 â–¼-1.5%3,9770.4%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$2,269,278$4,248 â–¼-0.2%145,8350.4%ETFFOCTFT Vest U.S. Equity Buffer ETF - October$2,104,738$1,964,463 â–¼-48.3%44,1430.4%ETFVGTVanguard Information Technology ETF$2,083,007$82,343 â–¼-3.8%2,9850.4%ETFNEENextEra Energy$1,984,253$81,454 â–¼-3.9%21,3640.4%UtilitiesNFLXNetflix$1,924,592$40,514 â–¼-2.1%36,8160.4%Consumer DiscretionaryIYRiShares U.S. Real Estate ETF$1,874,049$89,830 â–¼-4.6%19,8190.4%ETFCSCOCisco Systems$1,807,159$3,104 â–¼-0.2%23,2910.3%Computer and TechnologyJNJJohnson & Johnson$1,769,181$12,955 â–²0.7%7,2380.3%MedicalGWWW.W. Grainger$1,624,523$29,457 â–¼-1.8%1,4890.3%IndustrialsEDConsolidated Edison$1,589,172$1,471 â–²0.1%14,0410.3%UtilitiesIJJiShares S&P Mid-Cap 400 Value ETF$1,572,121$3,313 â–¼-0.2%11,8650.3%ETFHDViShares Core High Dividend ETF$1,561,242$182,007 â–¼-10.4%11,5030.3%ETFWALMART INC COM$1,474,000$86,700 â–²6.2%32,1320.3%StockPANWPalo Alto Networks$1,462,860$167,465 â–²12.9%19,8990.3%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$1,454,252$69,562 â–¼-4.6%12,0000.3%ETFPPAInvesco Aerospace & Defense ETF$1,407,592$8,782 â–²0.6%8,4950.3%ETFONEVSPDR Russell 1000 Low Volatility Focus ETF$1,382,596$57,692 â–²4.4%10,3050.3%ETFGSThe Goldman Sachs Group$1,374,911$17,768 â–¼-1.3%1,6250.3%FinanceIWMiShares Russell 2000 ETF$1,371,801$622 â–²0.0%83,8200.3%FinanceSUSAiShares MSCI USA ESG Select ETF$1,312,885$18,493 â–¼-1.4%9,9390.2%ETFGOOGAlphabet$1,260,489$29,547 â–¼-2.3%4,3940.2%Computer and TechnologyXOMExxonMobil$1,186,855$9,930 â–¼-0.8%24,7410.2%EnergyORCLOracle$1,181,644$81,503 â–¼-6.5%8,0320.2%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,173,485$26,516 â–¼-2.2%1,9030.2%ETFIVEiShares S&P 500 Value ETF$1,147,811$59,122 â–¼-4.9%5,4360.2%ETFHDHome Depot$1,074,755$2,684 â–¼-0.2%24,0270.2%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$1,001,094$324,627 â–²48.0%32,6300.2%ETFVVisa$988,738$15,921 â–²1.6%24,5920.2%Business ServicesIYHiShares U.S. Healthcare ETF$945,535$4,685 â–¼-0.5%15,3400.2%ETFIBMInternational Business Machines$880,383$3,878 â–²0.4%3,6320.2%Computer and TechnologyMRKMerck & Co., Inc.$847,536$62,428 â–²8.0%7,0460.2%MedicalLAM RESEARCH CORP COM NEW$840,131$93,585 â–¼-10.0%3,9320.2%StockZETA GLOBAL HOLDINGS CORP CL A$835,800$358,280 â–¼-30.0%52,5000.2%StockISHARES HIGH YIELD MUNI ACTIVE ETF$828,836$1,727 â–²0.2%17,2750.2%ETFXLFFinancial Select Sector SPDR Fund$822,536$52,035 â–¼-5.9%16,6610.2%ETFAMDAdvanced Micro Devices$808,431$18,105 â–¼-2.2%3,9740.2%Computer and TechnologyCVXChevron$798,183$53,791 â–²7.2%3,8580.2%EnergyAVGOBroadcom$772,449$16,910 â–¼-2.1%17,2670.1%Computer and TechnologySMHVanEck Semiconductor ETF$742,221$28,753 â–²4.0%1,9360.1%ManufacturingIWBiShares Russell 1000 ETF$740,258$12,837 â–¼-1.7%2,0760.1%ETFFJUNFT Vest U.S. Equity Buffer ETF - June$734,313$499,317 â–¼-40.5%12,9960.1%ManufacturingLMTLockheed Martin$724,480$3,625 â–²0.5%1,1990.1%AerospaceTSMTaiwan Semiconductor Manufacturing$723,976$5,545 â–²0.8%31,2070.1%Computer and TechnologyYMARFT Vest International Equity Moderate Buffer ETF - March$701,912$698,329 â–¼-49.9%25,6620.1%ETFFMAYFT Vest U.S. Equity Buffer ETF - May$685,398$1,370,690 â–¼-66.7%12,9810.1%ETFISHARES BITCOIN TRUST ETF$682,762$922 â–²0.1%17,7710.1%ETFTSLATesla$675,358$4,385 â–¼-0.6%8,0080.1%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$671,770$36,251 â–²5.7%2,0940.1%ETFIGMiShares Expanded Tech Sector ETF$648,293$20,267 â–¼-3.0%5,4700.1%ETFCATCaterpillar$646,892$67,311 â–²11.6%9130.1%IndustrialsSOXXiShares Semiconductor ETF$632,508$21,357 â–¼-3.3%1,9250.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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